Vega Minds is an AI Associate Advisor built specifically for financial advisors. It integrates with your email, calendar, meeting software, and CRM to automate tasks like drafting emails, preparing for meetings, capturing notes, generating post-meeting follow-ups, and keeping your CRM up to date. Vega is available on the web for the full experience, on mobile (iOS and Android apps) for in-person meetings, and directly in your inbox through our dedicated Outlook plugin and Gmail Chrome extension.

Vega integrates with Outlook (via a dedicated plugin), Gmail (via a Chrome extension), Zoom, Google Meet, Microsoft Teams, and major CRMs including Wealthbox, Redtail, Salesforce, HubSpot, Microsoft Dynamics 365, Salentica, Practifi, XLR8, and Quivr. Setup takes minutes and Vega syncs automatically with your connected systems.

No. Vega captures meetings using native recording integrations with platforms like Zoom, Microsoft Teams, and Google Meet, so there is no visible bot joining the call. Your clients and prospects will never know Vega is there, ensuring a natural meeting experience. A Vega recording bot is also available when you are not the meeting host (such as when joining a CPA's, attorney's, or COI's meeting).

Yes. Vega Minds is SOC 2 Type 2 certified and compliant with GDPR and CCPA. We do not sell your data. All data is encrypted at rest and in transit. Visit our Trust Center for full details.

Vega is available for $50/month or $500/year (save $100). Enterprise plans with custom integrations, automations, and dedicated support are available upon request. All plans include a free trial.

Most advisors are up and running within minutes. Connect your email, calendar, meeting software, and CRM, and Vega starts learning your preferences and client data immediately.

Yes. Beyond standard integrations, our Enterprise plan includes custom workflow automation tailored to your firm's specific processes. Contact us to discuss your needs.

Vega analyzes the context of incoming emails, pulls relevant information from your CRM and past interactions, and automatically drafts personalized responses directly in your Outlook or Gmail thread. You can then review, edit, and refine the draft using our dedicated Outlook plugin or Gmail Chrome extension before sending.